Tool 060

Trust Request Workflow

Create one reviewed, unapproved client trust request with an explicit currency, amount and dates, without moving funds or sending messages.

What it does today

Reviewed single creation of an unapproved client-level trust request using the current matter live client and matching explicit currency, positive two-decimal amount, issue/due dates and optional note. No matter allocation, funds movement, automatic approval, rejection, sending or status monitoring; uncertain creates are never retried automatically.

How to use

In Clio, open Matterevo and choose Trust Request Workflow from the Tool Library. Use the search box or the Billing & payments family filter to find it.
Enter the details the planner asks for.
Review the proposed outcome, item by item.
Edit or remove anything that is not right.
Confirm to create the reviewed records in Clio.

Before you rely on it

Prepare, approve/reject, send, and monitor requests for trust funds with an audit trail. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.